Rating
4.9
Pre-built
150+
integrations
Total
100+
active users
avg
2 min
to connect
Custom Connections
Available
via HTTP connector
Build Powerful Workflows, fast
Triggers
When this happens…
SAP Concur
- New expense report submissionNew expense report submission in Concur
- New expense reportNew expense report in Concur
- New or updated invoiceNew or updated invoice in SAP Concur
- New or updated userNew or updated user in SAP Concur
- New or updated expense reportNew or updated expense report in Concur
Any other trigger you can think up
Actions
Do this…
SAP Concur
- Custom actionCustom action in SAP Concur (Custom)
- Upload receipt imageUpload receipt image in SAP Concur
- Create list itemCreate list item in SAP Concur
- Create userCreate user in SAP Concur
- Create users BatchCreate users in SAP Concur
- Create vendors BatchCreate vendors in SAP Concur
- Delete list itemDelete list item in SAP Concur
- Retrieve children of list itemRetrieve children of list item in SAP Concur
- Get all lists BatchGet all lists in SAP Concur
- Search users BatchSearch users in SAP Concur
- Get attendee types BatchGet attendee types for a user in SAP Concur
- Get entry image URLGet entry image URL in SAP Concur
- Get expense group configuration BatchGet expense group configuration for a user in SAP Concur
- Get itemizations of specific expenseGet itemizations of specific expense in SAP Concur
- Get expense report detailsGet expense report details by report ID in SAP Concur
- Get expense types BatchGet expense types for a user in SAP Concur
- Get all list item BatchRetrieve first level list item in SAP Concur
- Get invoice detailsGet invoice by ID in SAP Concur
- Get payment types BatchGet payment types for a user in SAP Concur
- Get userGet user profile in SAP Concur
- Get user provisioning status detailsGet user provisioning status details in SAP Concur
- Submit expense report through a workflowSubmit expense report through a workflow in SAP Concur
- Search expense reports BatchSearch expense reports in SAP Concur
- Search vendors BatchSearch vendors in SAP Concur
- Update userUpdate user in SAP Concur
- Update users BatchUpdate users in SAP Concur
- Update vendors BatchUpdate vendors in SAP Concur
Any other action you can think up
Sanctuary Wealth Advisor
- Get Account Asset ValuesHoldings for one account, with a cash subtotal
- Get Account TransactionsTransactions in a date range, with a withdrawal subtotal
- Get Account ValueMarket value for one account, current or as of a date
- Get Benchmark & Risk ProfileHousehold risk and benchmark figures. Response shape unverified
- Get Beneficiaries (by Rep)Beneficiaries for a rep, filtered to account IDs
- Get Client DetailOne client record. Verbose adds portfolio and household members
- Get Client RegistrationsRegistrations for one client
- Get Household Portfolio CardsHousehold performance cards. Response shape unverified
- Get Performance & Allocation SummaryHousehold performance and allocation. Response shape unverified
- Get RMD (by Rep)RMD figures for a rep, filtered to account IDs
- Get Signed In UserAdvisor identity, read from Orion on every call
- Get Systematics (by Rep)Systematic distributions for a rep, filtered to account IDs
- List Accounts (Grid View)Accounts with client and household join keys
- List Billing ClientsClient level fee schedule and billing status
- List Billing SchedulesFee schedule names and types. Rates are free text - never parse them
- List ClientsClients from the plain route. Use the Grid view if this 404s
- List Clients (Grid View)Client list. The reliable one - start here
- List Portfolio AssetsHoldings for a set of account IDs
- List RegistrationsRegistration reference list. Fetch once at build time
- List Transaction TypesTransaction type IDs. Fetch once, then hard code the withdrawal IDs
- Search Accounts (Simple)Find accounts by name, number, or client ID
Any other action you can think up
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